Planning Strategies

The BKA Financial Insurance Planning Specialists serve as a resource to Financial Advisors and their Clients in the design and implementation of numerous advanced planning strategies utilizing life insurance. This team of licensed professionals is experienced in the areas of estate planning, wealth preservation, business succession planning, and charitable planning.

It is important that our Planning Specialists build a relationship with our clients and their Financial Advisors. The needs of individuals and family members are often times different. It is through respect, trust, and careful planning that they will work to be a valuable partner to your team. The BKA Financial Insurance Planning Specialists and their licensed internal sales support team will manage the entire planning and insurance process from start to finish. They are a national sales team that provide local support. Please e-mail or call 607- 732-3050 and we will connect you with the Insurance Planning Specialist in your area.


Estate Planning
Insurance Planning
Retirement Planning
Business Planning
Charitable Planning